Flex Report Screen





 

Report Name

Function

Required Parameters

Optional Parameters
Individual Account Report This report lists each individual transcation within the specified date range for an individual or group of individuals in a flex statement.
  • Group or SSN
  • Begin and End Date
    		• None
    Transaction Detail Report This report generates a list of all transactions paid through the flex card service on each day of the specified date range.
  • Group or Location or Unit or SSN
  • Begin and End Date
    		• None


     

    Parameter Name

    Definition

    Used in Reports
    Group ID Group ID is the highest level of the four level eligiblity hierarchy.
  • Individual Account Report
  • Transaction Detail Report
    		•
    Location ID Location ID is the second highest level of the four level eligiblity hierarchy.
  • Transaction Detail Report
    		•
    Unit ID
    		 Unit ID is the third highest level of the four level eligiblity hierarchy.
  • Transaction Detail Report
    		•
    SSN SSN is used to reference an individual employee. The Employee is the lowest level of the four level eligiblity hierarchy.
  • Individual Account Report
  • Transaction Detail Report
    		•
    Begin Date Begin Date is the starting date of the date range to be applied to the report.
  • Individual Account Report
  • Transaction Detail Report
    		•
    End Date End Date is the ending date of the date range to be applied to the report.
  • Individual Account Report
  • Transaction Detail Report
    		•


      The Done button closes the Flex Report Screen, returning you to the Primary Report Screen.